I’ve got a “Contact Us” form for our website, built in Hubspot, with each field as “Contact” properties. When new submissions come in, all the data entered generates the Contact with all the appropriate data. But also, each submission creates a Lead automatically, yet none of those data fields from the form populate on the appropriate fields on the Lead record.
Are Leads automatically created with form submissions? Or is there an automation set up somewhere that specifies how leads are being created?
Hii @colemanm.
Here are a suggestion to resolve this:
Article : Set up lead pipeline automation
Review Automatic Lead Creation Settings
Leads can also be created automatically based on the lifecycle stage or other criteria. You may want to check your lead pipeline automation settings and either disable or adjust them.
Go to: Settings > Leads > Pipelines > Automate to review and update your configuration.
Let me know if this work, best regards.
Hi @colemanm
You need to check your Lead settings to find out when they get created and how.
You can find these under Settings > Data Management > Objects > Leads, in there select the pipeline tab:
Personally, I find creating Leads based of a simple “contact us” form submission very pre-mature, but each to their own.
Regardless of how and where Leads get created, unless you use a workflow to copy information from the contact to the lead, it won’t appear in the lead.
Frank
That setting is definitely on in our environment. And we’ve got a couple of different workflows that exist in there right now that include rules to move the contact to “Marketing Qualified Lead” lifecycle stage. So that’s the trigger creating the lead objects it sounds like? Multiple workflows with the same overlapping steps sounds wrong, so I’ll have to review what they’re doing and consolidate.
Sounds like I need to add some steps per @EmmaAtKiwi’s example to copy over Contact properties to the Lead object, too.
Hi @colemanm! Contact fields are not the same as Lead fields. Your form captures Contact data… if you want that same data on the Lead, you’ll need to clone those Contact fields to the Lead object.
Once you do that, you could use a workflow to create a new Lead object, and copy those Contact fields to it. Watch the video to see how!
Community_copy contact data to lead - Watch Video
This is great!
I can tell in the data schemas that the Contact and Lead properties are subtly different. Someone had added them to both places, so it’s deceiving and it seems like you’re looking at the same properties if you don’t look closely.
I’ll see if I can merge some of the automations we have together and add some steps for these fields.
